Ratings and Reviews 93 Ratings
Ratings and Reviews 7 Ratings
Alternatives to Consider
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CreatioCreatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations.
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PipedrivePipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.
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Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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Shape SoftwareShape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
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CoeveraCRM is the largest enterprise software category in the world—yet for most organizations, the investment never translates into proportional revenue. The reason is rarely the technology. It's adoption. When reps see the CRM as overhead, data quality erodes, forecasts drift, and the system meant to drive revenue becomes a cost center. Coevera (formerly Pipeliner CRM) is the AI-native CRM engineered to fix that gap. By building development directly into the daily selling workflow, Coevera earns the adoption legacy platforms can't—because the system makes reps better, not just busier. Higher adoption means cleaner data, and cleaner data means forecasts you can actually take to the board. For revenue leaders, the outcomes are concrete: a visual pipeline that flags risk and stalled deals before they slip, embedded account management and buying-center mapping to win larger strategic deals, and a revenue-intelligence loop that drives predictable revenue and forecast accuracy. The Automatizer workflow engine removes administrative drag, while native Model Context Protocol (MCP) support connects Coevera to your AI stack with full role-based permissions and no custom middleware—keeping IT and security onside. Time-to-value is measured in weeks, not quarters, lowering implementation risk and accelerating ROI. And because every capability amplifies human judgment rather than replacing it, you protect the relationships and expertise that close deals. For organizations that need CRM spend to show up in revenue, Coevera is the platform built for what's next.
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Portal Wholesale CRMPortal Wholesale is a wholesale-focused sales platform that combines CRM functionality, order management, buyer discovery, meeting scheduling, and B2B marketplace capabilities into a unified system built specifically for fashion wholesale businesses. Created for wholesale brands, showrooms, and sales reps, Portal Wholesale replaces spreadsheets and disconnected sales tools with a centralized platform designed around seasonal selling cycles, linesheets, products, markets, and buyer relationships. The platform allows sales teams to manage prospects, accounts, contacts, deals, orders, and follow-up workflows while syncing all communication directly from Gmail through an integrated CRM extension. Portal Wholesale includes advanced scheduling tools optimized for showroom operations and trade shows, allowing brands to coordinate buyer appointments, round-robin scheduling, market calendars, and rep availability in one system. The platform also supports complete order and linesheet management with detailed visibility into seasons, products, line items, shipments, and revenue attribution across the wholesale pipeline. Integrations with Joor and NuOrder allow teams to synchronize orders and wholesale operations while maintaining pipeline visibility inside Portal Wholesale. In addition to CRM and sales management tools, Portal Wholesale operates a curated wholesale marketplace where more than 150,000 active retail buyers discover brands and source products, helping brands generate inbound leads and buyer engagement directly inside the platform. Teams can share branded linesheets, lookbooks, and assets using tracked links that provide engagement analytics and buyer activity insights within the CRM timeline. Built specifically for fashion wholesale rather than adapted from generic CRM software like Salesforce or HubSpot.
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ActiveCampaignMost marketing platforms show you what already happened. Active Intelligence shows you what to do next. While competitors bury you in dashboards reporting yesterday's failures, Active Intelligence flags issues before they damage campaigns and surfaces opportunities you didn't know existed. AI agents analyze billions of data points to recommend which campaigns to run, which segments to target, and which automations to build—without prompting. You set goals. Active Intelligence handles execution. Three capabilities. One platform. Real-time intelligence that adapts to customer behavior as it happens. Market-leading deliverability that puts 30% more emails in the inbox than competitors. Proactive recommendations that eliminate guesswork. The result? Act faster, automate smarter, scale without adding headcount. Why businesses choose ActiveCampaign: Traditional platforms demand weeks of training and complex setup. ActiveCampaign delivers measurable results in days. Teams see engagement lifts and conversion improvements within 30 days, not quarters. Enterprise-grade capabilities with an intuitive interface that requires zero technical expertise. Whether you're a solo marketer or growing team, ActiveCampaign scales without the enterprise price tag or complexity. 89% of customers say ActiveCampaign meets their needs better than alternatives. 88% report faster time-to-value than previous platforms. These aren't aspirational—they're standard outcomes for teams who stop managing campaigns manually and start orchestrating growth autonomously.
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InfoFloSimplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.
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ClazarClazar is the leading Cloud Sales Acceleration Platform built to help cloud Go-to-Market teams list, transact, and scale revenue across AWS, Microsoft Azure, and Google Cloud marketplaces. Designed for modern SaaS and enterprise technology companies, Clazar unifies the entire cloud marketplace lifecycle into one powerful system, helping teams close deals faster, eliminate operational bottlenecks, and unlock exponential growth through hyperscaler channels. From compliant marketplace listings to private offer creation, contract execution, usage-based metering, and revenue reconciliation, Clazar automates every step of the cloud sales cycle with zero operational lift. Revenue teams can launch listings in days, generate private offers in minutes, and manage renewals and complex sales motions seamlessly, all from a single platform built for speed and scale. Clazar integrates directly with Salesforce and HubSpot, enabling sellers, partnerships leaders, RevOps, and finance teams to run marketplace and co-sell motions inside the tools they already use. With bi-directional sync between the CRM and cloud partner portals, teams gain real-time visibility into the pipeline, offer stages, billing, payouts, and forecasting. Clazar also empowers organizations to accelerate co-selling with hyperscalers by automating referrals, governance workflows, approval chains, and partner reporting. With embedded automation, advanced analytics dashboards, and enterprise-grade compliance, Clazar helps teams scale marketplace operations confidently without adding headcount. Trusted by 300+ high-growth companies, including Pinecone, Perplexity, Confluent, Supabase, and Secureframe, Clazar is the platform powering the next generation of cloud marketplace success.
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PodiumPodium is a leading AI-powered platform that combines lead management and multi-channel communication into a single solution, trusted by over 100,000 businesses worldwide to acquire and convert customers effectively. At the heart of Podium’s platform is its AI Employee, an intelligent virtual assistant that ensures businesses engage with leads instantly at any time of day, significantly improving conversion rates and driving revenue growth. Podium centralizes communications by consolidating calls, texts, payment links, and bulk messaging campaigns into one intuitive dashboard, simplifying customer outreach and engagement. The AI Employee automates routine customer interactions, delivering timely, accurate, and personalized responses across all communication channels to maintain strong customer relationships. Podium has been widely recognized for its innovation, earning spots on Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies lists. Founded in 2014 and headquartered in Lehi, Utah, Podium is backed by prominent investors including Accel, Summit Partners, GV (Google Ventures), and Y Combinator. The platform empowers businesses to not only respond to leads faster but also to collect more customer reviews and boost Google rankings through automated review requests. Podium’s easy-to-use web and mobile apps enable businesses to manage conversations, payments, and marketing efforts seamlessly. With its focus on AI-driven efficiency and customer satisfaction, Podium is a powerful tool for scaling sales and engagement. Its continuous innovation helps businesses stay ahead in competitive markets by providing superior lead conversion and communication solutions.
What is Nutshell?
Managing your CRM shouldn't be a source of anxiety.
Nutshell serves as a comprehensive platform for CRM, sales automation, and email marketing, designed to aid B2B organizations in collaborating effectively to secure more deals.
User-friendly yet robust enough to meet the needs of any business, Nutshell is tailored for teams looking to eliminate the hassle of juggling multiple sales and marketing tools, without incurring the cost of a full-time administrator to manage their software ecosystem.
Every subscription to Nutshell comes with unlimited data storage, customizable reporting options, complimentary assistance for data migration, and outstanding live support, all at a budget-friendly price.
It seamlessly integrates with the software that small businesses are already familiar with, such as Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Additionally, Nutshell provides dedicated mobile applications for both iPhone and Android users.
As a prominent CRM solution for small businesses with a vast global customer base, Nutshell is perfectly suited for any B2B enterprise that prioritizes relationship-building, including sectors like manufacturing, professional services, technology, wholesale, and non-profit organizations.
Explore what Nutshell has to offer—you might just find the perfect partner for your business growth journey.
What is HubSpot Sales Hub?
HubSpot's sales platform alerts you when a prospect engages with your emails, enabling you to monitor every interaction and consolidate all your activities in a single dashboard. You can begin with a free trial and scale up as your needs evolve. The sales tools provided by HubSpot streamline your workflow throughout the sales funnel, allowing you to set up personalized reminders and automated follow-up emails that are sent at optimal times. Additionally, you can create email templates for repetitive messages, analyze their effectiveness, and share the best-performing templates with your team to enhance collaboration. Notifications will inform you as soon as leads open an email, click on links, or access attachments, empowering you to promptly engage with the most promising prospects. You also have the option to interact with potential clients through live chat on your website, which helps avoid unnecessary email exchanges and missed phone calls. By sharing a link, leads can select a mutually convenient time for meetings. Furthermore, the platform automates the tedious task of manual entry by logging each lead's contact details, their email interactions, and more, allowing for efficient lead management and automated processes like lead rotation. This comprehensive approach ensures that you stay organized and responsive, ultimately leading to enhanced productivity and sales success.
Integrations Supported
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Slack
Zapier
CIENCE GO Data
Integrations Supported
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Slack
Zapier
CIENCE GO Data
API Availability
Has API
API Availability
Has API
Pricing Information
$13.00/month/user
Free Trial Offered?
Free Version
Pricing Information
$50 per user per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Nutshell
Date Founded
2009
Company Location
United States
Company Website
www.nutshell.com
Company Facts
Organization Name
HubSpot
Date Founded
2006
Company Location
United States
Company Website
www.hubspot.com/products/sales
Categories and Features
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Categories and Features
Conversation Intelligence
AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis
Email Tracking
A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Intelligence
CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management